Custom CRM
A custom CRM for your small business, with nothing you don’t need.
Your clients, your conversations, your quotes and your follow-ups in one place. We build a web-based CRM that follows the way you sell, instead of forcing you to follow its way.
The problem
When client follow-up lives in three tools and someone’s memory
In many small businesses, client follow-up is scattered. Enquiries arrive by email, contact details sit in a spreadsheet, quotes in a shared folder, and follow-ups depend on each person’s memory. While the team is small, it holds together. Then a salesperson goes on holiday, a client calls back, and nobody knows where the file stands.
Off-the-shelf CRMs promise to fix everything. In practice, they come with dozens of screens, vocabulary that isn’t yours and fields nobody fills in. After a few weeks, the team drifts back to the spreadsheet, and the problem is still there.
Our answer
A CRM built around your sales cycle
We start from the way you actually work: how an enquiry comes in, who handles it, when a quote goes out, when it is time to follow up. The CRM mirrors these steps, in your words and with only the fields that matter.
It connects to your existing tools where possible: your email, your spreadsheet, your invoicing software. Nothing is sent to a client until someone on your team has approved it.
One record per client
Contact details, conversations, quotes, invoices and notes in one place, readable by the whole team.
A board of open deals
Each enquiry moves from stage to stage, from first contact to signature.
Follow-up reminders
The CRM flags quotes that have gone unanswered. You decide whether to follow up, and how.
What is included
What a custom CRM includes
01
Data migration
We import your contacts and history from your spreadsheets or your old tool, after removing duplicates.
02
Role-based access
Everyone sees what concerns them: management, sales, admin.
03
Links to your tools
Email, calendar or invoicing software, depending on what those tools allow.
04
Hosting chosen with you
Including in Europe, in line with the GDPR, and the Swiss FADP (nLPD) if you are in Switzerland.
05
Onboarding
A walkthrough for the team and a short user guide, written for your users.
Starting price
Starting price
A custom CRM is quoted per project, from €2,500 excl. VAT. The price depends on the number of screens, the links to your tools and the data migration. It is set out in the proposal, before we start. If you would also like an assistant to sort incoming emails and prepare client records, Aristide is available from €79 excl. VAT per month.
Web software and CRM
For the tool you are missing.
from€2,500excl. VAT, on quote
- CRM, quotes, scheduling
- In-house business tool or SaaS
- Price in writing before we start
Aristide, the AI assistant
To hand over the groundwork.
from€79excl. VAT per month
- Emails sorted
- Quotes and follow-ups prepared
- You approve everything
First callFree
30 minutes to talk about your project.
AI audit€790 excl. VAT
Deducted from any project over €3,000 excl. VAT.
How it works
- 1
Free first call
30 minutes to understand the way you sell and the tools you use today.
- 2
Written proposal
What we build, the price and the timeline, in black and white.
- 3
Build and data migration
We build the CRM, import your data and show you each step before it goes live.
- 4
Go-live and support
The team starts using it. Support and maintenance follow the terms set out in the proposal.
Frequently asked questions
Why a custom CRM rather than off-the-shelf software?
Off-the-shelf software works well if the way you sell matches the way it expects. Custom software makes sense when your team works around the tool, or when your sales stages don’t fit any of its boxes. We will tell you honestly during the first call.
Can I keep my spreadsheet during the transition?
Yes. We migrate your data at the start, then both can run side by side while the team finds its feet.
Does my data stay mine?
Yes. Your data and your access belong to you. We build in a data export from the design stage.
Does the CRM work on a phone?
Yes, it is web software: it opens in a browser, on a computer or a phone. The screens used in meetings are designed for a small screen.
Do you work outside our region?
We work across France and Switzerland, remotely or on site depending on the project.
Further reading
- ServiceWeb software and CRMWe build simple web software: your CRM, your quotes, your schedule, or the tool you are missing.
- GuidesCustom CRM or off-the-shelf software: how to decideA spreadsheet that has grown out of control, contacts scattered across several inboxes, follow-ups that slip through the cracks: one day you need a proper tool to keep track of your customers. The question then comes up fast: buy an off-the-shelf CRM or have one built for you? Here are simple, unbiased criteria to help you decide.
- By tradeFor service businessesConsultancy, engineering firm, agency, cleaning, maintenance or training company: your value lies in your client relationships. We build a CRM around the way you work and automate the repetitive tasks around it, under your control.
- Web software and CRMQuotes and invoicingYou write your quotes in the evening, from an old template or software that doesn’t know your services. We build a quoting tool that holds your rates and produces a clean invoice, with no retyping.
Let’s talk about your client follow-up
Tell us how you track your clients today. The 30-minute first call is free, and you come away with a clear opinion, even if the answer is to keep your current tool.
Discuss my project